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LEVIX vs VTSMX
LEVIX vs VTSMX Comparison
Open Charts LEVIX vs VTSMX
Lazard US Equity Concentrated Instl
Price$4.11
Change+$0.04 (+0.98%)
VolumeN/A
Net Assets62.89M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
LEVIX vs VTSMX Comparison Chart
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LEVIX vs. VTSMX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LEVIX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. LEVIX (62.9M). VTSMX pays higher dividends than LEVIX: VTSMX (1.26) vs LEVIX (1.08). LEVIX was incepted earlier than VTSMX: LEVIX (19 years) vs VTSMX (33 years). LEVIX is a more actively managed with annual turnover of: 81.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than LEVIX: VTSMX (3000) vs LEVIX (10000). VTSMX annual gain was more profitable for investors over the last year : 25.24 vs. LEVIX (-50.95). VTSMX return over 5 years is better than : 76.07 vs. LEVIX (-75.93).
| LEVIX | VTSMX | LEVIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 5.115 | 2.241 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.9M | 1.78T | 0% |
| Annual Yield % from dividends | 1.08 | 1.26 | 85% |
| Returns for 1 year | -50.95 | 25.24 | -202% |
| Returns for 3 years | -77.51 | 28.94 | -268% |
| Returns for 5 years | -75.93 | 76.07 | -100% |
| Returns for 10 years | -67.95 | 194.99 | -35% |
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